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State Street SPDR S&P Dividend ETF
SDY

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
551
Accredited Investors
Minnesota
$697K -$57.9K -415 -8%
MG
552
Mather Group
Illinois
$694K +$139 +1 +0%
IA
553
Intellus Advisors
Florida
$694K – – –
TSWM
554
Triangle Securities Wealth Management
North Carolina
$689K -$15.9K -114 -2%
HF
555
HRT Financial
New York
$689K +$686K +4,920 New
JIR
556
James Investment Research
Ohio
$689K +$47.3K +339 +7%
NW
557
NewEdge Wealth
Pennsylvania
$686K -$178K -1,277 -20%
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$683K – – –
PTC
559
Private Trust Company
Ohio
$678K -$3.77K -27 -0.6%
SAI
560
Systematic Alpha Investments
New Jersey
$672K – – –
KWM
561
Kaydan Wealth Management
Michigan
$670K -$558 -4 -0.1%
HCM
562
Hilton Capital Management
New York
$665K +$50.2K +360 +8%
EFG
563
Ehrlich Financial Group
California
$658K -$4.88K -35 -0.7%
DI
564
Disciplined Investments
Oklahoma
$652K – – –
VA
565
Vident Advisory
Georgia
$651K – – –
LA
566
LexAurum Advisors
Kansas
$651K +$3.91K +28 +0.6%
ST
567
Sageworth Trust
Pennsylvania
$649K -$697 -5 -0.1%
CCWM
568
Cassaday & Co Wealth Management
Virginia
$649K – – –
KA
569
Kovack Advisors
Florida
$647K +$139 +1 +0%
KL
570
KWMG LLC
Kansas
$647K – – –
BFA
571
Beaumont Financial Advisors
Massachusetts
$644K -$121K -868 -16%
PP
572
Patron Partners
Texas
$643K -$2.09K -15 -0.3%
EFG
573
Everhart Financial Group
Ohio
$643K -$17.4K -125 -3%
OFS
574
OneAscent Financial Services
Alabama
$638K -$46.9K -336 -7%
PWAC
575
Private Wealth Advisors (California)
California
$637K +$1.67K +12 +0.3%
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